GridBuddy Connect Release Notes

Enhancement: Allow the ability for the Product lookup on the Opportunity Product object to only show records that have an active Pricebook entry on the Pricebook related to the Opportunity on a Salesforce connection Bug Fixes: Fixed an issue wh...

Enhancements: Updated all Help Center links to point to the new Knowledge Center Increased the number of related records that can be updated/created in one save to surpass the 200 record Salesforce limit Bug Fixes: Fixed an issue where the defa...

GridBuddy Connect 7.20.0 is now live with the following: Bug Fixes: Fixed an issue where part of a lookup dialogue box would be displayed beyond the grid border Fixed an intermittent issue where some users saw a "There was an Error loading the G...

Enhancements: Groups V2 is now live A user can now belong to multiple groups A standard user can only edit Grids that are assigned a group they are Ability for the List Price to on a Product record to be automatically populated after save Increas...

Bug Fixes: Fixed an issue where a blank page was shown on a flattened grid with a child object field that had the same name as a parent object field Fixed an alignment issue with the search icon on a lookup field Fixed an issue where a seamless a...

Bug Fixes: Fixed an issue that prevented the creation of a conditional formatting rule based on an empty Date or Date/Time rule Fixed an issue where the Salesforce Product lookup was not filtered by a pricebook Fixed an issue that did not remove ...

Bug Fixes: Fixed an issue where seamless authentication user sessions were showing a blank screen Fixed an issue where last modified and created by was listed as "Undefined"

New Feature: Default Master Lookup Value on New

New Features: Ability to apply a locale to the Organization and to individual Users (Dates)Ability to update formula fields prior to saveAbility to Mass Push Date fields Bug Fixes: Fixed an issue where picklists from managed packages were not ren...

Please download the latest Managed Package version to receive these updates.Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3h000004OVpQ  Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t3h000...

New Features: Ability to set column width for Date, Date Time, Picklist and Checkbox FieldsAbility to Hide fields using Conditional Formatting Enhancements: Conditional Formatting can now be used to format Parent Records based on Child Record d...

New Features: Display Mandatory field on Create for Dynamics Activity Object Enhancements: Datasources renamed to ConnectionsGridBuddy Cloud renamed to GridBuddy ConnectUpdated URL to www.gridbuddyconnect.comAdded Forecast View to the ReadyGrids ...

Grid, Grid Wizard New Feature Ability to Create New Records within a group Enhancements Improved Error messaging when connecting to an OAuth Salesforce Datasource Bug Fixes Resolved an issue caused when a related object is the same object as...

Grid, Grid Wizard New Features Ability to Undo Result set searchAbility to Lock FiltersRevert changes to a field prior to save – Forecast viewAbility to display corporate currency in total summary Bug Fixes Resolved an issue where create new w...

Grid, Grid Wizard New Features   Ability to search records across pages – DynamicsSupport Multi Value filtering across additional operators:   EqualsStarts WithDoes not contain Support for {recordId} fpf and fpv filtering – DynamicsSupp...

Grid, Grid Wizard New Features Ability to search records across pages – SalesforceRevert Changes to a field prior to saveUpdate Summary groupings before save and cater for Salesforce Multi Currency Enhancements Migration Tool Import Grids fr...

Grid, Grid Wizard New Features Ability to search records on a page Enhancements Various Enhancements to the Import Related lists feature: Support for Contact Roles related objectSupport for Opportunity Line Item related objectSupport for T...

Grid, Grid Wizard New Features Ability to configure Grouping for Dynamics Parent ObjectsAbility to Migrate Forecast View Grids from Gridbuddy to Gridbuddy Cloud Enhancements Updated the OAuth Authentication flow after Datasource creation ...

Grid, Grid Wizard New Features Ability to update Sums and totals pre-save on Forecast View. Also Factoring in Multi Currency Enabled Salesforce DatasourcesSupport for additional relative dates in User defined filters, Grid filters, Conditional F...

Grid, Grid Wizard New Features Ability to reference Salesforce Lightning Quick Actions from GridBuddy Cloud gridsAbility to generate Tabbed Pages with Grids from Multiple Related Lists across Multiple Salesforce ObjectsAbility to launch the rele...

Grid, Grid Wizard New Features Ability to generate multiple Grids from multiple Salesforce List ViewsAbility to apply Mass Updates to selected records whilst in Forecast ViewAbility to Group Child objects for SalesforceAbility to launch Help Cen...

Grid, Grid Wizard Some minor enhancements and bug fixesNew Feature Ability to support fiscal year/quarter relative dates in Conditional Formatting rules for Salesforce, Dynamics and SAP Datasources THIS_FISCAL_QUARTERLAST_FISCAL_QUARTERNEXT_FI...

Grid, Grid Wizard Some minor enhancements and bug fixesNew Feature Ability to select Today as an option in Date Time fields when editing so that you can easily input todays dateAbility to include multiple values in FPF and FPV filtering within t...

Grid, Grid Wizard Added capabilities for MS Dynamics DatasourcesAdditional relative dates for filtering in Grid Wizard step 3: TOMORROWYESTERDAYTHIS_WEEKTHIS_MONTHLAST_MONTHNEXT_MONTH Ability to create an OData DatasourceBug fixes and user expe...

Grid, Grid Wizard Ability to connect to a Microsoft Dynamics 365 Datasource. Instructions available in the GridBuddy Cloud for Dynamics Startup Guide.

Grid, Grid Wizard Microsoft Dynamics Datasource enhancements and general bug fixes.

Grid General improvements and bug fixes.

Grid, Grid Wizard Support for configuring Manager filter options on Grid Wizard page 3: There’s a new Record Ownership option called Manager’s Records. When selected, the grid will display records where the current user is the record Owner’s ...

Grid General improvements and bug fixes.

Grid, Grid Wizard Editable Related Columns. Streamline your multi-object grids: bring your related records up as a new column on the parent to create a multi-object experience on a single row. Click on the new column to see the entire child secti...